2023 Form 5500 filing — Westchester Heavy Construction Laborers Local 60 Annuity Fund

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731121726NAL0021475505001) for Westchester Heavy Construction Laborers Local 60 Annuity Fund, reported by Board Of Trustees Local 60 Annuity Fund under EIN 13-3344192 and plan number 002. It reports 1,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$180.7MReported net assets$180,656,024
Participants1.9K1,902
Provider compensation$730.4K12 Schedule C row(s)$730,424
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731121726NAL0021475505001
Plan sponsor
Board Of Trustees Local 60 Annuity Fund
EIN
13-3344192
Plan number
002
Location
Hawthorne, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$180.8M total assets
Net assets$180.7MLiabilities$158.5K
Money in vs. money out
Total income / additions$30.4M
Total expenses$9.6M
Benefits paid / distributions$8.7M
Contributions
Employer$8.9M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$180,814,566
Total liabilities (EOY)
$158,542
Net assets (EOY)
$180,656,024
Employer contributions
$8,855,274
Total income / additions
$30,398,695
Benefits paid
$8,744,525
Administrative expenses
$847,996
Total expenses
$9,592,521
Net increase / (decrease)
$20,806,174
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MANAGER · Direct $142.8K
  2. 2
    INVESTMENT MANAGER · Direct $109.9K
  3. 3
    INVESTMENT MANAGER · Direct $92.3K · Indirect $0
  4. 4
    INVESTMENT MANAGER · Direct $79.3K · Indirect $0
  5. 5
    INVESTMENT MANAGER · Direct $74.8K
  6. 6
    LEGAL · Direct $59.4K
  7. 7
    INVESTMENT CONSULTANT · Direct $57.5K
  8. 8
    INVESTMENT CUSTODIAN · Direct $41.5K · Indirect $0
  9. 9
    PLAN ADMINISTRATOR · Direct $29.8K
  10. 10
    INVESTMENT MANAGER · Direct $19.5K
  11. 11
    ACCOUNTANT · Direct $15.9K
  12. 12
    COMPUTER CONSULTANT · Direct $7.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731121726NAL0021475505001 cover?
It is the 2023 Form 5500 filing for Westchester Heavy Construction Laborers Local 60 Annuity Fund, reported by Board Of Trustees Local 60 Annuity Fund (EIN 13-3344192).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages